AF Advanced Diploma in Financial Planning

FSE training courses for:

9

AF1 Personal tax and trusts planning

 

9

AF2 Business financial planning

 

9

AF4 Investment planning

 

9

AF5 Financial planning process

 

9

AF6 Senior Management and supervision

 

9

AF7 Pension Transfers

 

9

AF8 Retirement income options

 

Our course costs start from £250

For more information or to book a course,
please contact us today.

The AF Advanced Diploma in Financial Planning is made up of a choice of seven units. The AF5 Financial Planning Process paper is compulsory. The AF7 Pension Transfers paper is the appropriate regulatory exam for the transfer of pensions. To reach Chartered Financial Planner status candidates need 290 credits.120 of these credits need to be at Advanced Diploma level.